The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

Industry Voice: Up close and personal at Eastspring Investments

A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven stock pickers.

Unusually, they are all based together in Singapore in the heart of GEM territory. Team members talk candidly about their differentiated approach to finding value stocks that will outperform - and their lack of concern with the popular market narrative. It's a different perspective that will open the eyes of traditional GEM investors.

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